Member Experience Specialist (On Site)

Prospera Credit Union; Coquitlam; On-site; CAD 46,000 - 58,000; Full time

Benefits offered by this job

Flexible Benefits Program

Defined Contribution Retirement Plan

Vacation & Wellness time

Job summary

Prospera is seeking a motivated banking professional to acquire and onboard new retail and business members, uncover their needs through Financial Health Checks, and tailor everyday banking, lending, and investment solutions. You will manage small accounts and grow a referrals-based pipeline while supporting omni-channel interactions in a collaborative Advice Centre.

The ideal candidate has 1–3 years in financial services or sales, with exposure to lending/investment products and a mutual funds

Qualifications

• 1-3 years of experience in financial services or a sales environment.
• Exposure to lending and investment products and needs-based selling.
• Mutual Funds licensed or willingness to obtain within six months.
• Strong communication skills, financial curiosity, and comfort with technology.

Responsibilities

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow-up.
• Support front-line and omni-channel interactions while contributing to a collaborative Advice Centre.

Skills

Sales experience

Communication

Technology comfortable

Education

Grade 12

Business/Marketing education asset

Job description

Burquitlam Branch
Coquitlam, BC V3J0K9, CAN

Description

Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals.

With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia.

What you do

• Acquire and onboard new retail and business members through proactive conversations.
• Uncover members' needs and identify sales opportunities through Financial Health Checks.
• Recommend and deliver everyday banking, lending, and investment solutions.
• Manage small accounts and build a strong sales pipeline through referrals and follow-up.
• Support front-line and omni-channel interactions while contributing to a collaborative Advice Centre.

What you bring

• 1-3 years of experience in financial services or a sales environment.
• Exposure to lending and investment products and needs-based selling.
• Mutual Funds licensed or willingness to obtain within six months.
• Strong communication skills, financial curiosity, and comfort with technology.
• Grade 12 (or equivalent); post-secondary education in Business or Marketing is an asset.

Compensation

• Prospera offers a total compensation package of base salary plus incentives that are market competitive and reviewed annually.
• The salary for this role is $46,000 to $57,500. The final offer will be based on the successful candidate’s knowledge, experience, and internal equity.
• Flexible Benefits Program pick and choose what works best for you.
• Defined Contribution Retirement Plan - let's start saving and keep your future in mind.
• Vacation, Personal and Wellness time and two Vacation Bonus Days
• Professional development - come to grow your career and develop your skills.
• A supportive, collaborative work environment we're proud to be a Great Place to Work certified organization.

Our Commitment - Diversity, Equity & Inclusive

At Prospera, we build vibrant and healthy communities by leveraging our unique backgrounds, talents, and perspectives to create a workplace where everyone can thrive. Diversity, equity, and inclusion are at the heart of everything we do, and we are committed to a continuous journey that ensures every employee feels valued and empowered.

We follow a fair and equitable hiring process, considering candidates based on their skills, experience, and potential. When you join Prospera, you're not just taking a job, you're becoming part of a team that celebrates individuality and works collectively to make a positive impact.

Accommodations

We believe you belong here. If you require accommodation at any stage of the hiring process, please contact [e-mail]. All requests are handled with respect and confidentiality.

Disclaimer: Employment is subject to background checks, including enhanced criminal, credit, and reference checks.

At Prospera, we're more than a financial institution; we're a community. Our people are empowered to bring their whole selves to work and make a meaningful difference every day.

Prospera, Coast Capital and Sunshine Coast Financial are part of the Coast Capital Savings Federal Credit Union family of brands.